Jeffrey Berk
Purple Mountain Investment Advisors · Scottsdale, Arizona
Jeffrey Berk is a fee-only financial advisor at Purple Mountain Investment Advisors in Scottsdale, Arizona. Purple Mountain Investment Advisors reports charging a percentage of assets, hourly fees and a subscription on its Form ADV.
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Facts
| Firm | Purple Mountain Investment Advisors |
|---|---|
| Based in | Scottsdale, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Subscription |
| Assets under management | $2.5M across 15 accounts |
| SEC registration | Investment adviser representative in AZ · CRD 6628953 |
| Exams passed | Series 65 (2016) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.purpmount.com |
How Jeffrey's firm compares
- Purple Mountain Investment Advisors's average account is about $167,000, from its Form ADV (assets managed divided by 15 accounts).
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Questions about Jeffrey
Is Jeffrey Berk a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Purple Mountain Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey's firm, Purple Mountain Investment Advisors, reports charging a percentage of assets, hourly fees and a subscription on its SEC Form ADV.
Where is Jeffrey Berk based?
Jeffrey Berk is based in Scottsdale, Arizona.
Is Jeffrey Berk registered with the SEC?
Yes. Jeffrey Berk is registered as an investment adviser representative in AZ (CRD 6628953), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Purple Mountain Investment Advisors manage?
Purple Mountain Investment Advisors reports $2.5M across 15 accounts in assets under management.
How do I contact Jeffrey Berk?
Through Jeffrey's website, www.purpmount.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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